IP Fieldwork Podcast
Published September 14, 2023
Constellation Software: Operating KPIs
inpractise.com/articles/constellation-software-operating-kpis
Why is this interview interesting?
We discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore:
- How CSI reports revenue and cost lines in consolidated vs opco accounts
- The 5 major KPIs CSI uses to manage VMS businesses
- CSIs moat vs other VMS acquirers
- What one can learn from the 5 KPIs in operating VMS
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week.
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Other CSI Resources
- Constellation Software, Allscripts, & CSI 2.0 | In Practise - Analysis of the Allscripts acquisition and what it means for CSI’s FCF deployment.
- Valuing Constellation Software & Lumine Spin | In Practise - Investors discuss the Lumine spin, CSI’s terminal value and talent retention.
- Halma, Danaher, CSU & Serial Acquirer Org Structures | In Practise - Analysis of different organizational structures for serial acquirers and what it means for scalability of M&A.
- Constellation Software Competitive Risks with Former CSI M&A Executive
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